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2025 Lifetime Blend Portfolio | JRTBX

Mutual Fund
2025 Lifetime Blend Portfolio
Last update 2025-06-17 19 Stocks (2 new)
Value $259.00 Mil Turnover 9 %
Countries:
2025 Lifetime Blend Portfolio Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
1,290,512
95,059.1
+5.18%
36.760
+1.81%
0.070
+1.67%
+3.52%
127,749.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
491,322
38,755.5
+25.28%
14.990
+3.03%
0.110
+2.17%
+3.87%
34,963.6
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
211,843
24,368.3
+3.89%
9.420
+0.35%
0.740
+4.10%
+9.80%
3,264.4
 
VIG
Vanguard Dividend Appreciation FTF
79,684
16,186.2
+3.38%
6.260
+0.20%
0.020
+12.39%
+7.17%
90,151.2
 
VEA
Vanguard FTSE Developed Markets ETF
304,281
15,539.6
+18.58%
6.010
+0.94%
0.010
+13.89%
+23.58%
163,197.1
 
VDE
Vanguard Energy ETF
116,823
14,789.8
+7.93%
5.720
+0.42%
0.220
+8.57%
+1.76%
6,641.2
 
BKLN
Invesco Senior Loan ETF
639,985
13,414.1
+4.24%
5.190
+0.21%
0.200
+3.53%
+3.57%
7,006.0
 
VNQ
Vanguard Real Estate Index Fund ETF
126,053
11,836.4
+5.64%
4.580
+0.24%
0.030
+6.75%
+5.13%
34,093.1
 
VAW
Vanguard Materials ETF
39,429
7,749.0
+7.43%
3.000
+0.21%
0.310
+14.06%
+9.81%
2,538.1
 
IGF
iShares Global Infrastructure ETF
72,531
3,878.2
+3.83%
1.500
+0.06%
0.060
+8.31%
+15.38%
7,568.5
 

2025 Lifetime Blend Portfolio's Historical Top Holdings Breakdowns

2025 Lifetime Blend Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-02-28
Add
Add
+3.03%
77.7 ($78.26) 78.88
$79.30
1.32%
Add 25.28%
491,322
99,151
BND
Vanguard Total Bond Market ETF
2025-02-28
Add
Add
+1.81%
71.17 ($72.42) 73.71
$73.03
0.84%
Add 5.18%
1,290,512
63,591
VOO
Vanguard S&P 500 ETF
2025-02-28
New Buy
New Buy
+1.35%
533.89 ($551.07) 563.67
$581.20
5.47%
New holding
6,368
6,368
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-02-28
Reduce
Reduce
-1.21%
110.75 ($116.53) 121.93
$137.94
18.37%
Reduce -46.3%
28,804
-24,833
VEA
Vanguard FTSE Developed Markets ETF
2025-02-28
Add
Add
+0.94%
47.4 ($49.7) 51.86
$58.38
17.46%
Add 18.58%
304,281
47,686
VHT
Vanguard Health Care ETF
2025-02-28
Reduce
Reduce
-0.84%
250.81 ($264.33) 273.83
$250.73
-5.15%
Reduce -46.6%
8,753
-7,637
XLF
Financial Select Sector SPDR
2025-02-28
Reduce
Reduce
-0.78%
47.32 ($50.16) 52.19
$52.94
5.54%
Reduce -47.4%
41,522
-37,417
VGT
Vanguard Information Technology ETF
2025-02-28
Reduce
Reduce
-0.67%
588.97 ($628.09) 647.97
$681.85
8.56%
Reduce -46.67%
3,015
-2,639
VDE
Vanguard Energy ETF
2025-02-28
Add
Add
+0.42%
116.67 ($125.98) 134.18
$121.52
-3.54%
Add 7.93%
116,823
8,580
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-02-28
Add
Add
+0.35%
107.24 ($111.93) 115.42
$118.70
6.05%
Add 3.89%
211,843
7,926

2025 Lifetime Blend Portfolio Total Holding History ($B)

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2025 Lifetime Blend Portfolio's Asset Allocation

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2025 Lifetime Blend Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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2025 Lifetime Blend Portfolio's Hypothetical Growth since 2025-02-28

2025 Lifetime Blend Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

2025 Lifetime Blend Portfolio's Holdings Heat Map

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2025 Lifetime Blend Portfolio's Holdings Bubble Chart

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